Latest 13F Filings

Every SEC 13F-HR report from institutional investors, newest filing date first — 204,735 filings tracked, with first-time filers flagged.

Filer	CIK	Positions	Value ($M)	Report Date	Filed
R.H. Dinel Investment Counsel, Inc.	1598352	39	141.5	Sep 30, 2026	Oct 14, 2026
Wiser Wealth Management, Inc	1573263	73	550.1	Sep 30, 2026	Oct 14, 2026
A. D. Beadell Investment Counsel, Inc.	1569102	92	133.6	Sep 30, 2026	Oct 14, 2026
Pachira Investments Inc.	1563634	82	282.4	Sep 30, 2026	Oct 14, 2026
Redhawk Wealth Advisors, Inc.	1535811	407	904.9	Sep 30, 2026	Oct 14, 2026
MATHER GROUP, LLC.	1527641	2,243	11,694.6	Sep 30, 2026	Oct 14, 2026
Cohen Capital Management, Inc.	1508120	154	715.4	Sep 30, 2026	Oct 14, 2026
MERIDIAN INVESTMENT COUNSEL INC.	1427351	230	419.7	Sep 30, 2026	Oct 14, 2026
Granite FO LLC	2034090	172	185.2	Sep 30, 2026	Oct 14, 2026
Vavra Capital Management, LLC	2106605	23	113.1	Sep 30, 2026	Oct 14, 2026
Catherine Avery Investment Management LLC	2103454	171	112.5	Sep 30, 2026	Oct 14, 2026
ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.	2156072	33	399.5	Jun 30, 2026	Oct 14, 2026
ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A. New	2156072	33	303.0	Mar 31, 2026	Oct 14, 2026
Realta Investment Advisors	1776792	360	332.5	Sep 30, 2026	Oct 14, 2026
IFM Investors Pty Ltd	1698246	631	15,974.6	Sep 30, 2026	Oct 14, 2026
Harrington Investments, INC	1386364	80	208.8	Sep 30, 2026	Oct 14, 2026
Alliance Wealth Advisors, LLC	1849724	174	315.3	Sep 30, 2026	Oct 14, 2026
AAFMAA Wealth Management & Trust LLC	1846160	94	267.8	Sep 30, 2026	Oct 14, 2026
Weil Company, Inc.	1318011	133	550.7	Sep 30, 2026	Oct 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC.	1277279	442	867.6	Sep 30, 2026	Oct 14, 2026
Granite Group Advisors, LLC	2018114	78	157.6	Sep 30, 2026	Oct 14, 2026
Beacon Financial Strategies CORP	2084239	238	203.1	Sep 30, 2026	Oct 14, 2026
Advisory Solutions Group, LLC	2147643	293	458.9	Sep 30, 2026	Oct 14, 2026
Physician Wealth Solutions Inc.	2007116	45	254.2	Sep 30, 2026	Oct 14, 2026
Southland Equity Partners LLC	2006517	292	568.6	Sep 30, 2026	Oct 14, 2026
CAPSTONE CAPITAL LLC	1993327	25	178.5	Sep 30, 2026	Oct 14, 2026
WALNUT PRIVATE EQUITY PARTNERS, LLC	1599275	12	164.4	Sep 30, 2026	Oct 14, 2026
Fulton Bank, N.A.	883782	544	1,687.6	Sep 30, 2026	Oct 14, 2026
Sloy Dahl & Holst, LLC	1690295	120	689.2	Sep 30, 2026	Oct 14, 2026
Family Office Research LLC	2041267	82	257.5	Sep 30, 2026	Oct 14, 2026
William Allan Corp	1910961	65	198.8	Sep 30, 2026	Oct 14, 2026
Hudock, Inc.	1543536	225	738.4	Sep 30, 2026	Oct 14, 2026
West Wealth Group, LLC	1923591	145	691.6	Sep 30, 2026	Oct 14, 2026
Summit Financial Strategies, Inc.	1625246	165	1,439.7	Sep 30, 2026	Oct 14, 2026
Fortune 45 LLC	1918707	35	245.3	Sep 30, 2026	Oct 14, 2026
MPS Loria Financial Planners, LLC	1716180	87	471.9	Sep 30, 2026	Oct 14, 2026
LDR Capital Management LLC	1566089	38	58.4	Sep 30, 2026	Oct 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	1965756	417	1,968.0	Sep 30, 2026	Oct 14, 2026
TME FINANCIAL, INC.	2056230	70	159.8	Sep 30, 2026	Oct 14, 2026
Shaker Financial Services, LLC	1511794	144	302.5	Sep 30, 2026	Oct 14, 2026
Koa Wealth Management, LLC	2022118	55	150.7	Sep 30, 2026	Oct 14, 2026
MinichMacGregor Wealth Management, LLC	1744318	159	586.8	Sep 30, 2026	Oct 14, 2026
TriaGen Wealth Management LLC	1843848	189	402.0	Sep 30, 2026	Oct 14, 2026
M Wealth Management, LLC	2026150	61	129.7	Sep 30, 2026	Oct 14, 2026
VIKING FUND MANAGEMENT LLC	1169069	141	1,142.8	Sep 30, 2026	Oct 14, 2026
STRATEGY ASSET MANAGERS LLC	1166716	262	638.4	Sep 30, 2026	Oct 14, 2026
ORRSTOWN FINANCIAL SERVICES INC	826154	119	660.8	Sep 30, 2026	Oct 14, 2026
Henry James International Management Inc.	1750423	70	271.5	Sep 30, 2026	Oct 14, 2026
Glencore plc	1521365	2	4,576.9	Sep 30, 2026	Oct 14, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY	1041283	294	534.6	Sep 30, 2026	Oct 14, 2026